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Connect an Adaptive Form to Microsoft庐 SharePoint List connect-af-sharepoint-list

This video is applicable only for Core Components. For UE/Foundation Components, please refer to the article.

To use the Submit to SharePoint List Submit Action in an Adaptive Form:

  1. Create a SharePoint List Configuration: It connects AEM Forms to your Microsoft庐 Sharepoint List Storage.
  2. Use the Submit using Form Data Model (FDM) in an Adaptive Form: It connects your Adaptive Form to configured Microsoft庐 SharePoint.

1. Create a SharePoint List Configuration

To connect AEM Forms to your Microsoft庐 Sharepoint List:

  1. Go to Tools > Cloud Services > Microsoft庐 SharePoint.

  2. Select a Configuration Container. The configuration is stored in the selected Configuration Container.

  3. Click Create > SharePoint List from the drop-down list. The SharePoint configuration wizard appears.

  4. Specify the Title, Client ID, Client Secret and OAuth URL. For information on how to retrieve Client ID, Client Secret, Tenant ID for OAuth URL, see .

    • You can retrieve the Client ID and Client Secret of your app from the Microsoft庐 Azure portal.

    • In the Microsoft庐 Azure portal, add the Redirect URI as https://[author-instance]/libs/cq/sharepointlist/content/configurations/wizard.html. Replace [author-instance] with the URL of your Author instance.

    • Add the API permissions offline_access and Sites.Manage.All in the Microsoft庐 Graph tab to provide read/write permissions. Add AllSites.Manage permission in the Sharepoint tab to interact remotely with SharePoint data.

    • Use OAuth URL: https://login.microsoftonline.com/tenant-id/oauth2/v2.0/authorize. Replace <tenant-id> with the tenant-id of your app from the Microsoft庐 Azure portal.

      note note
      NOTE
      The client secret field is mandatory or optional depends upon your Azure Active Directory application configuration. If your application is configured to use a client secret, it is mandatory to provide the client secret.
  5. Click Connect. On a successful connection, the Connection Successful message appears.

  6. Select SharePoint Site and SharePoint List from the drop-down list.

  7. Select Create to create the cloud configuration for the Microsoft庐 SharePointList.

2. Use the Submit using Form Data Model (FDM) in an Adaptive Form use-submit-using-fdm

You can use the created SharePoint List configuration in an Adaptive Form, to save data or generated Document of Record in a SharePoint List. Perform the following steps to use a SharePoint List in an Adaptive Form as:

When you submit the form, the data is saved in the specified Microsoft庐 Sharepoint List Storage.

NOTE
In Microsoft庐 SharePoint List, the following column types are not supported:
  • image column
  • metadata column
  • person column
  • external data column
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